How Financial Advisers Can Beat Out Popular ‘Finfluencers’
Advisers should emphasize their value propositions, such as professional competency and duty of care, according to CFA policy center.
Tag: Social media
Client Attraction Through Giving
401(k) marketers and advisers give tips on business development in an age of compressed fees, social media and busy schedules.
Young Investors Tend to Fall for Online Financial Misinformation
Surveys also indicate they would trust financial professionals more if the advisers leveraged AI-generated advice.
How Advisers Can Put the ‘Social’ in Social Media
A financial services social media expert stresses the importance of analyzing audience and connecting to stakeholders and peers to gain...
Most of Gen Z Respects Financial Professionals, Not Ready to Hire Them
The majority of Generation Z, including investors and non-investors, rely on social media and family members for financial information.
Financial Advisers Increasingly Land Clients Through Social Media
41% of advisers told Broadridge they generated clients through social media, up from 34% in 2019.
Practice Management / Social Media
Keep a High Profile
Advisers can’t sell themselves without a social media presence.
Financial Advisers Focused on Client Outreach
A new survey finds that a majority of advisers expect marketing efforts to play a big role in growing their...
Advisers Say Clients Are Showing Increased Interest in ESG, Crypto Options
A new survey suggests advisers are also using social media more often to reach new clients, though many argue that better technology tools would greatly help with this.
More Clients Are Using Social Media to Vet Advisers
Hartford Funds data finds that, overall, 33% of respondents reported seeking financial advice online and almost half say social media...
Facebook Shares Ad Tips for Advisers
With online advertisements, advisers have an opportunity to reach younger people who are interested in finance topics.
Practice Management: Areas of Success
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
Why LinkedIn Premium Reigns Supreme for Financial Advisers
Putnam executives Mark McKenna and Rene Taber explain why LinkedIn has emerged as the social media platform of choice for...
Advisers Warming Slowly to Tech-Based Communications
Well over half of advisers are not communicating with clients via video, and only 7% are utilizing video to connect with clients on a regular basis.
How To: Social Media for Retirement Plan Advisers
Many advisers consider themselves to be social media experts, but a closer examination of their practices shows there is room...
New Resource Details Social Media Opportunities, Potential Pitfalls
While some six in 10 advisers describe themselves as social media experts, only about 15% actually demonstrate social media mastery.
PANC 2018: Now What?
How retirement plan advisers need to function as business owners in order to grow their practices.